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Disclosery

Everest Private Wealth: IVV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Everest Private Wealth on IVV, newest first. How the timeline and the estimate are built.

Everest Private Wealth held 1,716 IVV shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,716 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,285,095.

    13F-HR 0001951757-26-001148 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,716 shares
    Change vs previous 13F -251 shares

    0.57% of the 13F portfolio, value $1,120,908.

    13F-HR 0001951757-26-000786 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,967 shares
    Change vs previous 13F +1,547 shares

    0.75% of the 13F portfolio, value $1,346,954.

    13F-HR 0001951757-26-000332 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 420 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $281,381.

    13F-HR 0001951757-25-001285 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 420 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $260,971.

    13F-HR 0001951757-25-001023 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 420 shares
    Change vs previous 13F 0 shares

    0.22% of the 13F portfolio, value $236,115.

    13F-HR 0001951757-25-000351 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 420 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $247,308.

    13F-HR 0001951757-25-000260 filed by Everest Private Wealth
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).